INTRINSIC VALUE 5x FROM CURRENT PRICE - TATA CHEMICALS LIMITED CMP Rs.1150/1200 (POTENTIAL TO BE 5X EASILY FROM HERE)

 

#TATA CHEMICALS LIMITED

TATA CHEMICALS CMP Rs.1150/1200

INTRINSIC VALUE PER SHARE 5500/6000+

RATIONAL WHY WE SAYING ITS INTRINSIC VALUE 5500/6000 PER SHARE

1) TATA SON LISTED INVESTMENTS VALUE 16 LAC CRORES 

TATA CHEMICALS OWN 2.5% OF TATA SON WHICH WORTH 40000 CRORES 

+ UNLISTED INVESTMENTS OF TATA SON WORTH 4 LAC CRORES INCLUDES STEEL , AUTO , CONSUMER INVESTMENTS 

TATA CHEMICALS INVESTMENT IN TATA SON COMES 45000 CRORE

+

2) TATA CHEMICALS OWN HUGE CHEMICAL BUSINESS + FERTILISER + SODA ASH BUSINESS THEY ARE WORLD TOP 3 PLAYER + LITHIUM + NEW AGE ADVANCED CHEMICALS BUSINESS  TODAYS REPLACEMENT COST 

NET COMES 75000-90000 CRORES

+

3) TATA CHEMICALS GROUP INVESTMENTS IN OTHER LISTED AND UNLISTED COMPANIES + LAND BANK 

WORTH 15000-20000 CRORE 

+

4) TATA CHEMICALS HAVE 22000 CRORE RESERVES IN BOOKS 

TOTAL VALUE OF INVESTMENTS + BUSINESS VALUE + RESERVES 

COMES 157000 - 177000 CRORES

CURRENT MCAP JUST 30000 CRORES

HUGE VALUATION GAP

MUST STUDY IT DEEPLY

TATA CHEMICALS NEXT TRENT IN MAKING IN 2025 

EVEN TATA SON IPO WHICH IS EXPECTED IN 2025 IF COMES OR NOT BUT VALUE OF PER SHARE REMAINS SAME 5500 TO 6000 PER SHARE

JAI SHREE SHYAM